Articles in this section

Why can't I sync one of my Salesforce Contact Lists?

Ebsta's Contact Sync depends on you using the Name field in your Salesforce Contact List View. If one of your Contact Lists is missing when you attempt to set up Ebsta's Contact Sync follow the instructions below.

How to amend fields in a Salesforce Contact List View

1. Log into your Salesforce account.

2. Click on the Contacts tab.

3. Select which Contact List View you wish to amend.

4. In Step 3 Select Fields to Display, the First Name and Last Name fields are selected to display in this view instead of the Name field.

5. Highlight each field in turn and click Remove.

6. Highlight the Name field in the Available Fields column and click Add.

7. Click Save.

8. Now when you select to sync your Salesforce Contacts with Ebsta, all of your Contact Lists will now appear in the list.